September 8 Review: KOSPI Fell 0.58%, Reversing the Earlier Rally Narrative
The original 4.00% KOSPI gain had the wrong sign. A dated retrospective with source-linked closing observations and transparent calculations.
China & Emerging
China’s economy, capital flows in emerging markets, and their impact on global portfolios.
2026-09-04 Review: What Does a Won Quote Show About Korean Returns?
Historical review through 2026-09-04: What Does a Won Quote Show About Korean Returns? Source-linked daily data, a five-observation comparison and explicit corrections.
2026-09-02 Review: What Was the Recalculated Korean Loss?
Historical review through 2026-09-02: What Was the Recalculated Korean Loss? Source-linked daily data, a five-observation comparison and explicit corrections.
2026-08-28 Review: Did the Currency Move Explain the Korean Equity Result?
Historical review through 2026-08-28: Did the Currency Move Explain the Korean Equity Result? Source-linked daily data, a five-observation comparison and explicit corrections.
2026-08-27 Review: What Can a Korean Index Say About a China Property Claim?
Historical review through 2026-08-27: What Can a Korean Index Say About a China Property Claim? Source-linked daily data, a five-observation comparison and explicit corrections.
2026-08-21 Review: Did the Collected Currencies Include the Yuan?
Historical review through 2026-08-21: Did the Collected Currencies Include the Yuan? Source-linked daily data, a five-observation comparison and explicit corrections.
August 18 Review: KOSPI Fell 1.55%, Alongside US Equity Declines
The original 0.83% Korean gain is corrected to a 1.55% decline. A dated retrospective with source-linked closing observations and transparent calculations.
2026-08-14 Review: Did Korean Performance Establish China Property Stress?
Historical review through 2026-08-14: Did Korean Performance Establish China Property Stress? Source-linked daily data, a five-observation comparison and explicit corrections.
2026-08-12 Review: How Much of the Five-Session Korean Move Came on the Last Day?
Historical review through 2026-08-12: How Much of the Five-Session Korean Move Came on the Last Day? Source-linked daily data, a five-observation comparison and explicit corrections.
2026-08-07 Review: Was the Korean Decline as Large as Reported?
Historical review through 2026-08-07: Was the Korean Decline as Large as Reported? Source-linked daily data, a five-observation comparison and explicit corrections.